Strong Performance Lifted Apple (APPL) in Q3

1 hour ago 1

Soumya Eswaran

Fri, January 2, 2026 astatine 6:17 AM CST 3 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “U.S. Large Cap Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) successful the 3rd quarter, compared to a 10.5% instrumentality for the Russell 1000 Growth Index and an 8.1% instrumentality for the S&P 500 Index. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. However, successful Q3, the marketplace enactment was adverse for SGA’s concern benignant arsenic lower-quality stocks and cyclical industries outperformed. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

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In its third-quarter 2025 capitalist letter, the SGA U.S. Large Cap Growth Strategy highlighted stocks specified arsenic Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is an American multinational institution that designs, manufactures, and markets smartphones, idiosyncratic computers, tablets, wearables, and accessories. The one-month instrumentality of Apple Inc. (NASDAQ:AAPL) was -3.15%, and its shares gained 11.49% of their worth implicit the past 52 weeks. On December 31, 2025, Apple Inc. (NASDAQ:AAPL) banal closed astatine $271.86 per share, with a marketplace capitalization of $4.035 trillion.

SGA U.S. Large Cap Growth Strategy stated the pursuing regarding Apple Inc. (NASDAQ:AAPL) successful its 3rd 4th 2025 capitalist letter:

"Apple Inc. (NASDAQ:AAPL) was a contributor to portfolio returns for the quarter, supported by beardown show crossed each geographies, including a rebound successful China. The institution managed to navigate tariff impacts, portion successful China the occurrence of subsidies demonstrated continued request for prime astatine the close price. Despite continued challenges successful endowment acquisition and AI development, Apple’s results were robust, and request for its high-quality products remained resilient. Management guided for mid to precocious single-digit top-line maturation successful the upcoming quarter. Strong buyback enactment and unchangeable valuation further supported the stock, adjacent arsenic excitement astir AI shifted capitalist attraction elsewhere.